Simple, intuitive, innovative.
At A7 Solutions SA, we offer you a Portfolio Management System (PMS) and a Client Relationship Management (CRM) that embodies these three values.
Thanks to numerous features such as:
Multi-custodian consolidation
Control and monitoring of customized investment profiles
Portfolio rebalancing
Order management
Invoicing and accounting
Automatic data flow for over 60 banks
We provide a Swiss, secure, and tailored solution that meets your needs, enabling you to optimize your efficiency as an independent wealth manager.
Interested in more information?
Want to explore our solution through a demo or testimonials?
Visit our website now for further details.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Rue De Hesse 8-10, Genève,1207,switzerland
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://www.a7solutions.ch/
- Keywords
- Portfolio Management System (PMS), Swiss stamp duty, Droit de timbre suisse, Portfolio consolidation, Multi custodian, Adequacy, Brokerage, Consolidation de portefeuille, KYC, LBA, Client Relationship Management (CRM), Financial software, Portfolio management, Risk profile modelling, Portfolio rebalancing, Suitability, Profil check, LSFin, LEFin, Gestionnaire de fortune indépendant, Gestionnaire de fortune.
- HQ
- Genève
A7 Solutions Sa (Swiss Pms & Crm Financial Software) Questions
A7 Solutions Sa (Swiss Pms & Crm Financial Software)'s website is https://www.a7solutions.ch/
A7 Solutions Sa (Swiss Pms & Crm Financial Software)'s LinkedIn profile is https://ch.linkedin.com/company/a7solutions
A7 Solutions Sa (Swiss Pms & Crm Financial Software) has
4 employees.
View email and phone details for 4
employees at A7 Solutions Sa (Swiss Pms & Crm Financial Software).
A7 Solutions Sa (Swiss Pms & Crm Financial Software)'s industry is
Software Development
A7 Solutions Sa (Swiss Pms & Crm Financial Software)'s top competitors are
Mygide | Financial Modelling Software,
Sifra Technologies,
Dimtech,
Mckinsey & Company,
Fst Financial Software Technologies,
Nur Finance & Software,
Savioz Fabrizzi Architectes Sarl,
Nexus Capital Financial Software,
La–clique,
Compt'aaa Sàrl │ Suisse ♦ Schweiz.
A7 Solutions Sa (Swiss Pms & Crm Financial Software)'s categories are Software Development
A7 Solutions Sa (Swiss Pms & Crm Financial Software)'s founding year is 2018
